Agentic-AI attack surface: legacy AV displacement vs AI-native EDR attach Agentic-AI attack surface: legacy AV displacement vs AI-native EDR attach ~half the endpoint sector still runs signature-based legacy antivirus agentic AI agents spread on endpoints signature AV coverage coverage gap novel attack surface AI-native EDR demand Singularity + Purple AI same driver, two paths attach succeeds competition caps Purple AI attach $100K+ cohort NRR above 110 Competition caps bundle + price win CS · PANW · MSFT ARR re-accelerates net new ARR +55% YoY ARR +23% into Q2 ARR decelerates net new ARR falls thesis stalls Aug 27 Q2 print one branch is real; the Aug 27 print decides